3 Powerful Retirement Planning Lessons From 4,000 Interviews

Accounting firm KPMG recently conducted a study looking at retirement readiness. They interviewed 4000 people between the ages of 55 to 65. The study is critical of some retirement planning rules of thumb and provides practical advice and encouragement.

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Shaun Humphries B. Admin, CFP®
Senior Financial Planning Advisor
Assante Capital Management Ltd.
00:00 Introduction
01:44 Report Review
03:28 How Much Do You Need When You Retire?
05:46 It's More Than Investment Planning
06:27 Most People Have No Plan
08:42 Is It too Late To Close The Gap?
10:10 Defer Taking Government Pensions?
11:46 Resist Being Too Conservative With Investments